PMC Quantitative Portfolios – Market Series
Quantitative Portfolios (QPs) are asset class-specific investments that blend the benefits of “beta” investments with the portfolio customization of managed accounts. QPs also are designed for tax efficiency (or tax “alpha”), through thoughtful rebalancing, and advisor-driven tax-loss harvesting. The Market Series is designed to track the characteristics and returns of well known, capitalization-weighted market indices. This series also meets more complex tax situations by leveraging PMC to help manage accounts according to investor-specific situations, such as tax transitions, low-basis stock holdings, and anticipated cash flows.